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1,924 hedge funds and large institutions have $130B invested in Merck in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 794 increasing their positions, 802 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $1.4B | Put options by funds: $1.05B

16% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 67

0.69% more ownership

Funds ownership: 77.61%78.3% (+0.69%)

0% more capital invested

Capital invested by funds: $130B → $130B (+$640M)

0% less funds holding

Funds holding: 1,9261,924 (-2)

1% less repeat investments, than reductions

Existing positions increased: 794 | Existing positions reduced: 802

15% less funds holding in top 10

Funds holding in top 10: 138117 (-21)

Holders
1,924
Holders Change
-2
Holders Change %
-0.1%
% of All Funds
47.96%
Holding in Top 10
117
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-15.22%
% of All Funds
2.92%
New
78
Increased
794
Reduced
802
Closed
67
Calls
$1.4B
Puts
$1.05B
Net Calls
+$342M
Net Calls Change
-$259M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1626
Financial Consulate
Maryland
$375K +$372K +6,144 New
Lido Advisors
1627
Lido Advisors
California
$372K +$10.2K +169 +2%
HIM
1628
Hillsdale Investment Management
Ontario, Canada
$371K +$368K +6,078 New
LC
1629
Lourd Capital
California
$370K +$13.9K +230 +4%
HBT
1630
Hills Bank & Trust
Iowa
$369K -$18K -297 -5%
UFG
1631
United Fire Group
Iowa
$369K
ZAM
1632
Zevin Asset Management
Massachusetts
$366K +$24K +396 +7%
Kovitz Investment Group Partners
1633
Kovitz Investment Group Partners
Illinois
$364K -$6.3K -104 -2%
WP
1634
WealthPLAN Partners
Nebraska
$364K +$74.8K +1,234 +26%
WA1
1635
Wimmer Associates 1
California
$362K +$10.6K +175 +3%
MG
1636
Markel Group
Virginia
$359K
AWM
1637
Avior Wealth Management
Nebraska
$359K +$121 +2 +0%
KCPG
1638
Kavar Capital Partners Group
Kansas
$358K
BCCM
1639
Bridge Creek Capital Management
Massachusetts
$358K +$55.6K +917 +19%
GEA
1640
Glen Eagle Advisors
New Jersey
$358K -$3.82K -63 -1%
MCM
1641
McRae Capital Management
New Jersey
$357K -$25.4K -419 -7%
BST
1642
Bath Savings Trust
Maine
$355K +$7.52K +124 +2%
PSC
1643
Prentiss Smith & Co
Vermont
$354K
SG
1644
StoneX Group
New York
$352K -$2.54M -41,871 -88%
ACA
1645
Anchor Capital Advisors
Massachusetts
$351K -$138K -2,272 -28%
RWG
1646
Regal Wealth Group
California
$350K -$909 -15 -0.3%
IIM
1647
Ironwood Investment Management
Massachusetts
$350K
SAA
1648
Southeast Asset Advisors
Georgia
$348K
VFA
1649
Virtus Fund Advisers
Connecticut
$347K
JFGLC
1650
Johnson Financial Group LLC (Colorado)
Colorado
$346K +$25.8K +426 +8%

MRK Hedge Fund Activity: Q3 2017 in Review

1,924 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2017, worth a combined $130B — up 0.49% from $130B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new MRK positions and 67 closed out — a net gain of 11 holders — while 794 added to existing stakes and 802 trimmed.

The largest buyer was Bank of America, adding an estimated $451M. The largest seller was Capital World Investors, cutting an estimated $413M.

  • 1,924 institutional investors held Merck (MRK) as of Q3 2017, down from 1,926 in Q2 2017.
  • Funds reported $130B of Merck stock for Q3 2017, up 0.49% quarter-over-quarter.
  • 78 funds opened new Merck positions in Q3 2017 and 67 closed out, a net change of +11 holders.
  • The largest Merck buyer in Q3 2017 was Bank of America, an estimated $451M added.
  • The largest Merck seller in Q3 2017 was Capital World Investors, an estimated $413M sold.

Based on aggregated 13F filings for Q3 2017.